As a skilled freelance reporter, I comprehend the difficulties of managing projects, tracking leads, and supporting customer relationships. In this post, I will dig into the benefits of utilizing for freelance journalism, explore its features in terms of sales pipeline and coding/software, and offer a comparison with HubSpot CRM.
tutorial how to utilize for beginners hey men invite back in this video I will be revealing you how to utilize Streak Crm Sign In for your client relations cooperation interaction and far more so let’s enter into it to start with you need to go to streak.com and you will land on this site right here now is a kind of CRM that we can add to our easy Gmail to turn our Gmail into our working Center and we can really turn our Gmail into a platform which is really amazing and I’ll reveal you how to do that as a complete novice it will help you tailor an ideal procedure for your team and you will be able to get your work done now let’s in fact enter into the process now is offered as an extension and it’s completely totally free so when you get to the website you’ll get this option here which is contribute to Chrome and you’re.
going to choose this one now it will take you to Chrome dot google.com extensions and this is our extension here click on contribute to Chrome click ADD extension and your extension will be added all right it’s done and now it is adding to Gmail and it will take me directly to my Gmail account so here we are inside our Gmail and now you can see at the top we have streak and it’s asking me to sign into my Google account so I’ll just sign in make sure to sign.
into the same Gmail that you have actually added the uh you know streak to now it will ask you for your gain access to and we’re gon na merely scroll down and click allow after adding this is what your Gmail will appear like now you can see here in our easy you know folders we are getting recently seen all tracked emails and updated reply and after that we have this brand-new choice which is the pipeline so if I click on Pipeline it takes me to my it takes me to my Pipeline and my mail combines so you can see this resembles our brand-new control panel for here I’ll have the ability to develop a new pipeline we have our sales orders sales again we have our Sports and employing so this is where we’ll go create a brand-new pipeline let’s in fact do that you will click brand-new pipeline here and we have different options first of all we have the stages so this is where you will pick these stages for your pipeline and you can really we have a lead called pitched demonstration working out close phone closed uh you know then we have supporting alright then we have Fields so in fields we have a date of last email last email from lead Source priority industry deal size business size close rate e-mail thread count days and state and notes so if you want to include another stage you will click this Plus at the top and you will offer your phase a name let’s say that you really wanted to develop another um you understand stage here for example let’s state I didn’t have no strings so I can create right here.
and you can provide it your color so we can actually choose different colors for each of the stages however I believe all of these are in fact currently produced so this is really quite outstanding what I will do is I will really get rid of this one and if you seem like there is um I believe pitched and demonstration are sort of like the exact same thing we simply choose the pitch so what I’ll do is uh we have actually demo 2 what I’ll do is really let’s get rid of the demo here and then we have negotiating with negotiating I can choose like in progress or something and now you can see these are my phases then I will scroll down to the fields here with each pipeline what are the various fields that you desire so you will click this plus here and we have free kind a date check box drop down General email e-mail tracking task calls and conferences so I do not see anything for the course and conferences here so I’m gon na go here and we have call log account last call log and more so I’m gon na go with this one here this is the field that was actually missing out on and I’ll actually reorganize and put the notes here fine email thread count close date fine business’s size offer size and Business size okay let’s get rid of the company size and I’m gon na in fact find something else within the general where we have produced by date produced followers and more so I in fact want to choose the produced.
by or perhaps the fans because I wish to keep track of my employee that are in fact following this so I will you understand put it right here now these are the some of the fields that I desired for my pipeline now you can see there are a lot of choices offered within streak is actually one of the simplest and among the most uh you know flexible out there it’s extremely easy to use with templates we have projects too within my project again if I didn’t want to go for these sales if I finished with tasks then I can go with the task phases right here and once again the fields the procedure is going to be comparable you will pick these phases from here on this plus button here and you can likewise offer it various different colors we also have service Dev here you can see then we have working with so if you do working with then this is going to be your phases job search investor fundraising others real estate support and custom-made So within our support you can see we have incoming appointed working on resolved and sound this is in fact respectable and we likewise have custom-made where I can really start something from the scratch absolutely according to my company for me we merely have the sales so I’m gon na choose the sales here and click create personal or.
shared so I will be sharing this with a team member so I’m going to go with the shared one here and click produce now it will just take a 2nd for a street to develop a pipeline for me so you can see this in fact looks respectable now I will be able to include my Lead Series so you can in fact click this drop down and we have handle stage or relabel so as I continue as I include various leads here what I I will do is I’ll just merely click and I’ll be able to add it click the top here add a box so click on ADD box here and I’m going to include a box in the lead area here and let’s just call it brand-new and click go into so now you can see we have one lead created let’s state that there is really closed one so I’m going to add one here let’s just for now let’s call it brand-new I’m going to include another lead let’s call it brand-new 2 we can really open this up in a brand-new tab from here too however I’m just for now I’m simply gon na work in this manner now you can see we have 2 leads then let’s state there was a contacted as well there’s one negotiating so I’ll just simply click new now when you create a lead we can actually click on this link and it will now open up the various fields that we included so this is a new Elite that I produced and we have all of these different columns we have the fields that we produced keep in mind and then we have welcome teammates so from here I can welcome the staff member we have add columns we have e-mails files and comments you can switch to the e-mails and it will reveal you the e-mails that you got in files we can even submit files and after that we have the comments at the top here once again we have the call log we have our meeting notes and we even have our.
accessories so this is how you develop a lead within your as soon as you’re finished with this you can really click on enter and it will be closed now it will show you something like this we have all of our information collected here and at the top we’re getting our account such as two leads one contacted and something like this and this is where you will be getting your list we can choose different leads from here the stages and we can perform bulk actions such as erasing and sharing as well uh one more thing with srix at the top you will have the ability to see we have personal option we have these 3 dots where we can find these phases Combinations and automation this is one of the essential ones click here and you’ll be able to in fact integrate um other apps within yourr transfer data for notifications for automations custom-made develops and more we can also incorporate our Google Sheets to ou and we’ll be able to Import and Export information they very quickly and develop our CSV files likewise now I can switch to my various folders that we have here and I can develop a brand-new pipeline we can change to our basic Gmail extremely quickly from here and it will also show me the e-mails that I will be receiving for my pipelines that I have developed we will even have our combine emails now with our so this is the combine e-mail and with combine email what occurs is I can actually develop a follow-up e-mails and different storage e-mails here and we have active instructs so using is really simple you can begin for free by simply adding the integration and now you know how to utilize as a total novice don’t.
My Journey as a Freelance Reporter:.
Prior to we dive into the information of Streak, let me supply some context about my career and how it connects to. As a self-employed reporter, I’ve dealt with many clients, managed multiple jobs at the same time, and preserved an extensive network of contacts. Juggling these duties can be frustrating, and I recognized the requirement for a centralized system to simplify my operations.
In my mission for an option, I checked out different platforms however discovered them to be either too intricate or too pricey for my freelance setup. That’s when I found, a game-changer in the independent world.
: Simplifying Freelance Journalism Hiring.
is a cloud-based client relationship management tool that seamlessly integrates with Gmail, making it ideal for self-employed journalists who heavily depend on e-mail interaction. Here are some key advantages of using for your freelance journalism hiring procedure:.
Intuitive Email Tracking and Company:.
enables you to track and organize your emails effortlessly, offering you a clear introduction of your communications with clients, leads, and partners.
You can produce personalized pipelines straight within your inbox, making it simple to keep an eye on the development and handle of your projects and projects.
Efficient Sales Pipeline Management:.
‘s pipeline feature allows you to visualize and handle your sales procedure from lead generation to task completion.
You can classify contacts, develop custom-made phases, set tips, and track interactions, ensuring that no chance slips through the fractures.
Seamless Partnership and Teamwork:.
helps with cooperation by allowing you to share pipelines and interact with staff member within the platform.
You can designate jobs, share crucial emails, and work together in real-time, boosting efficiency and ensuring everyone remains on the same page.
‘s versatile workflow system enables you to personalize your pipelines and automate repeated tasks.
You can produce design templates for typical e-mail actions, schedule follow-ups, and set up suggestions, conserving you valuable time and effort.
in Terms of Coding and Software application:.
Beyond its application in freelance journalism, offers benefits in terms of coding and software development. Here’s how:.
offers a robust API and extensive developer documentation, making it easy to incorporate with other tools and develop custom-made options.
This versatility allows freelance reporters with coding abilities to extend the performance of and tailor it to their specific requirements.
Task Management for Software Application Advancement:.
‘s pipeline feature can be adapted to manage software development tasks, from ideation to implementation.
You can produce custom stages for different development stages, designate jobs to staff member, and track progress effectively.
Benefits and drawbacks of
Seamless combination with Gmail, leveraging the familiarity and power of e-mail communication.
Instinctive user interface and user friendly features, reducing the learning curve.
Personalized pipelines and workflows to adapt to specific requirements.
Collaborative functions that boost teamwork and interaction.
Developer-friendly API for integration and personalization.
Cost-effective service for freelancers and small companies.
Restricted reporting and analytics compared to more advanced platforms.
Lack of sophisticated marketing automation features.
Reliance on Gmail for full performance, restricting compatibility with other e-mail providers.
Comparison with HubSpot CRM:.
While deals substantial benefits for freelance reporters, it’s important to consider other popular CRM platforms like HubSpot. Here’s a quick contrast:.
provides a more budget friendly solution, particularly for freelancers and small businesses.
HubSpot has a complimentary version, but advanced functions require a higher-tier paid membership.
Features and Intricacy:.
provides a more extensive suite of features, consisting of innovative marketing automation and analytics.
concentrates on simpleness and ease of use, offering a streamlined experience.
Both and incorporate with various third-party tools.
‘s smooth integration with Gmail is useful for users heavily reliant on e-mail communication.
As a freelance journalist, handling your hiring procedure and customer relationships is vital to your success. offers a economical and instinctive solution that perfectly incorporates with Gmail, enabling you to improve your operations and concentrate on your craft. While it might not have the innovative features of bigger CRM platforms like HubSpot,’s simpleness, versatility, and developer-friendly nature make it an ideal choice for freelance journalists.
Whether you’re a writer, editor, or content creator, can empower you to take control of your freelance journalism profession by efficiently handling your tasks, leads, and relationships. Give it a try and experience the transformative impact of Streak CRM in your freelance journalism ventures.